Use cases
Find the invoice work you can automate in the accounting system and folders your team already uses.
Cut repetitive entry, coding and tax preparation across your workflow. Choose your accounting system or document folder to see what Lift handles and how your team reviews the result.
Accounting destinations
Zoho Books invoice automation
Spend less time entering bills. Accounts and VAT are suggested, with the open-bill review process agreed during setup.
Xero invoice automation
Reduce manual entry with draft bills, suggested coding and attached source invoices.
Business Central invoice automation
Automate invoice preparation with custom field and dimension mapping for your business.
Sage Desktop and Excel import invoice automation
For firms supporting desktop or legacy accounting systems where structured Excel import is the practical route.
Document intake routes
SharePoint invoice automation
For firms and finance teams using Microsoft 365 who want SharePoint libraries, permissions and document states such as Inbox, Processed, Rejected and Duplicates.
Shared folder invoice automation
For firms that collect client files in Google Drive, Dropbox, OneDrive, SharePoint or another folder route, then need supplier documents prepared for the right accounting destination.
Trust and support pages
- Supported documents explains which supplier documents and edge cases Lift is designed to prepare for review.
- Security and permissions explains intake boundaries, access, review controls and unclear-file handling.
- Start a pilot sets out how to test the first route with real documents.